It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Changing with My Aging
What to Do When the Market Is in a Bad Mood
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Chart of the Month – June 2025
Asset Class Returns – Can We Just Pick the Winners?
Do You Have an All-Weather Portfolio?
Can Your Lifeboat Stay Afloat
Women Live Longer- What That Means for Income Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Barbell Portfolios Can Be Hard To Hold On To
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Changing with My Aging
What to Do When the Market Is in a Bad Mood
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Chart of the Month – June 2025
Asset Class Returns – Can We Just Pick the Winners?
Do You Have an All-Weather Portfolio?
Can Your Lifeboat Stay Afloat
Women Live Longer- What That Means for Income Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Barbell Portfolios Can Be Hard To Hold On To
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Selecting the Best Ingredients for Your Portfolio
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Am I OK? Building Income Safety Into Your Portfolio
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.